The telecommunications sector has been the worst performing sector for two years in a row – down 12% in 2016 and 26% in 2017. We have had an underweight sector call for the last 12+ months, but in late 2017 we moved to a neutral weighting.
We think that 2018 will be a much better year for telecommunications companies. I explained why, and highlighted my key stock picks, in a presentation to the Morgans network this morning:
Morgans clients can access our detailed research on all companies we cover in the Telecommunications sector. If you are interested in finding out more, please contact your nearest Morgans office.
Disclaimer(s): Analyst may owns shares in some or all stocks mentioned.
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